Who owns Avantis Core Municipal Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVMU from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 2.1M shares of Avantis Core Municipal Fixed Income ETF worth $99.3M — about 57.3% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$99.3M
value, 2026 filers
57.3%
of shares outstanding (2.1M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 897,426 | $41.8M | 0.0% | 24% | +6.1% |
| 2 | Beaird Harris Wealth Management, LLC | 170,145 | $7.9M | 0.5% | 4.5% | -7.6% |
| 3 | Plancorp, LLC | 144,818 | $6.7M | 0.2% | 3.9% | 0.0% |
| 4 | SAX WEALTH ADVISORS, LLC | 134,888 | $6.2M | 0.3% | 3.6% | +20.6% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 80,694 | $3.8M | 0.0% | 2.2% | -0.7% |
| 6 | LPL Financial LLC | 71,256 | $3.3M | 0.0% | 1.9% | +2.7% |
| 7 | Savant Capital, LLC | 69,215 | $3.2M | 0.0% | 1.9% | -3.1% |
| 8 | Tortoise Investment Management, LLC | 68,554 | $3.2M | 0.2% | 1.8% | +7.7% |
| 9 | Align Financial, LLC | 60,255 | $2.8M | 1.4% | 1.6% | +0.4% |
| 10 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 53,579 | $2.5M | 0.0% | 1.4% | new |
| 11 | Visionary Wealth Advisors | 52,348 | $2.4M | 0.1% | 1.4% | +1.1% |
| 12 | EJMK Ventures LLC | 46,877 | $2.2M | 1.0% | 1.3% | +46.4% |
| 13 | Financial Engines Advisors L.L.C. | 44,362 | $2.1M | 0.0% | 1.2% | -2.1% |
| 14 | IHT Wealth Management, LLCNEW | 42,956 | $2.0M | 0.0% | 1.1% | new |
| 15 | L.K. Benson & Company, P.C. | 23,286 | $1.1M | 0.3% | 0.6% | -5.5% |
| 16 | NewEdge Advisors, LLC | 20,717 | $965,094 | 0.0% | 0.6% | +0.8% |
| 17 | MML INVESTORS SERVICES, LLC | 18,181 | $846,975 | 0.0% | 0.5% | +219.5% |
| 18 | Landmark Wealth Management, LLC | 17,293 | $805,575 | 0.2% | 0.5% | +0.7% |
| 19 | Mattern Wealth Management LLC | 13,437 | $625,963 | 0.1% | 0.4% | 0.0% |
| 20 | Crews Bank & Trust | 13,369 | $622,795 | 0.1% | 0.4% | 0.0% |
| 21 | FIDUCIARY FINANCIAL ADVISORS | 13,246 | $617,018 | 0.1% | 0.4% | +6.8% |
| 22 | Financial Plan, Inc. | 11,730 | $546,442 | 0.5% | 0.3% | +1.1% |
| 23 | Mutual Advisors, LLC | 9,642 | $449,173 | 0.0% | 0.3% | 0.0% |
| 24 | HRT FINANCIAL LPNEW | 8,844 | $411 | 0.0% | 0.2% | new |
| 25 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7,802 | $363,456 | 0.1% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.